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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-07 |
| OH | RA | APPROVED | 2026-01-07 |
Branch Locations
2133 S Timberline Rd Suite 120, Fort Collins, CO 80525 • United States
7875 Montgomery Road Suite 42, Cincinnati, OH 45236 • United States
Denver, CO • United States
Cincinnati, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 01/2014 | Present |
| Ifam Capital | Denver | CO | 03/2015 | 07/2024 |
| Kovitz Investment Group Partners, Llc | Cincinnati | OH | 07/2024 | 01/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
Focus Partners Wealth. Investment-related. At registered location. RIA. Financial Advisor. Start date: 01/2026. 180 hrs/month; all during trading hours. Provide advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-19 |
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